$2.8 trillion
In invested assets globally
As of 06/30/2022
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
So much of your family's future relies on our ability to understand you and the matters that are important in your life.
That's why our first priority is to spend time listening to you and learning about your goals and aspirations.
We are committed to building a long lasting relationship that is centered on dialogue so that we can develop a personalized plan to pursue your individual needs and goals. You can rely on us to provide you with appropriate information and timely guidance to help you make confident decisions regarding the range of financial decisions you may face now and in the future.
Whether your goals are specific to yourself, your business, your family or the legacy you hope to leave behind, we'll help ensure that you have access to our full range of wealth management, investment and banking opportunities available from one of the world's leading financial institutions.
We are Financial Management and Retirement Specialists, helping you to map out a plan to pursue your financial goals.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$2.8 trillion
In invested assets globally
As of 06/30/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
